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State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PPP
401
Private Portfolio Partners
New Jersey
$211K +$207K +4,213 New
STA
402
Summit Trail Advisors
New York
$209K +$196K +4,000 New
VWM
403
Vigilare Wealth Management
Arizona
$208K +$203K +4,144 New
CGFA
404
Colton Groome Financial Advisors
North Carolina
$207K -$63.1K -1,288 -24%
LAS
405
Lloyd Advisory Services
Georgia
$206K -$60K -1,224 -23%
PWG
406
Private Wealth Group
Florida
$204K +$200K +4,070 New
RJT
407
Raymond James Trust
Florida
$203K +$199K +4,052 New
BPA
408
Beacon Pointe Advisors
California
$201K -$64.7K -1,319 -25%
GI
409
Gradient Investments
Minnesota
$188K +$184K +3,754 New
WP
410
WealthShield Partners
North Carolina
$186K -$42.4K -864 -19%
PCIA
411
Prime Capital Investment Advisors
Kansas
$182K -$15.8K -323 -8%
PO
412
Private Ocean
California
$180K
CAAS
413
Capital Asset Advisory Services
Michigan
$138K -$12.4K -252 -8%
ACA
414
Aptus Capital Advisors
Alabama
$131K -$4.31K -88 -3%
CAL
415
Capital Advisors Ltd
Ohio
$131K
CPW
416
Catalyst Private Wealth
California
$130K +$127K +2,586 New
GEA
417
Glen Eagle Advisors
New Jersey
$129K +$27K +550 +27%
MAM
418
Meeder Asset Management
Ohio
$122K +$119K +2,437 New
AIP
419
Ameritas Investment Partners
Nebraska
$120K
PWMG
420
Prestige Wealth Management Group
New Jersey
$114K -$383K -7,819 -77%
FWP
421
FAS Wealth Partners
Kansas
$111K +$93.5K +1,907 +636%
CFD
422
Creative Financial Designs
Indiana
$102K -$28.6K -583 -22%
AA
423
AlphaMark Advisors
Kentucky
$100K -$7.84K -160 -7%
PA
424
Parallel Advisors
California
$97K
OSNBOA
425
Old Second National Bank of Aurora
Illinois
$92K +$4.07K +83 +5%

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.